AIMEE CAITLIN TAYLOR
Financial Adviser · South Melbourne, VIC
📚 Qualifications & Training
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group
2016 - Margin Lending - Other - Integrity Education Group
2017 - Self Managed Superannuation Funds - Other - Kaplan Professional
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2025 - [2025/26] Accredited Listed Product Adviser (ALPA) - Other - Kaplan Professional
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.